Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q2 2025
Institutional positions in Salesforce, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,959
- +48 vs. Q1 2025
- Shares held
- 771.0M
- −7.79M (−1.0%) vs. Q1 2025
- Total value
- $210.0B
- +$1.40B (+0.7%) vs. Q1 2025
- New holders
- 239
- 1,403 more added
- Sold out
- 191
- 1,040 more reduced
44 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| White Pine Capital LLC | 3,222 | $878.6K | 0.28% | +795+32.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,213 | $876.0K | 0.69% | +200+6.6% | Added |
| Liberty One Investment Management, LLC | 3,211 | $875.7K | 0.09% | +46+1.5% | Added |
| Essex Financial Services, Inc. | 3,198 | $872.2K | 0.06% | +68+2.2% | Added |
| Cromwell Holdings LLC | 3,188 | $870.7K | 0.53% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3,187 | $870.3K | 0.21% | +917+40.4% | Added |
| OneAscent Financial Services LLC | 3,193 | $870.0K | 0.06% | −314−9.0% | Reduced |
| Amica Retiree Medical Trust | 3,184 | $868.0K | 1.25% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,176 | $866.1K | 0.18% | +10+0.3% | Added |
| Gamco Investors, Inc. Et Al | 3,159 | $861.4K | 0.01% | −31−1.0% | Reduced |
| Barings LLC | 3,158 | $861.2K | 0.02% | −626−16.5% | Reduced |
| Mattson Financial Services, LLC | 3,158 | $861.2K | 0.23% | +44+1.4% | Added |
| Silver Oak Securities, Inc | 3,158 | $861.1K | 0.07% | +121+4.0% | Added |
| Capital Management Associates | 3,150 | $859.0K | 1.40% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 3,128 | $853.0K | 0.58% | −425−12.0% | Reduced |
| Abbot Financial Management, Inc. | 3,123 | $851.7K | 0.39% | +375+13.6% | Added |
| XML Financial, LLC | 3,123 | $851.6K | 0.07% | −117−3.6% | Reduced |
| Northern Oak Wealth Management Inc | 3,122 | $851.3K | 0.11% | +7+0.2% | Added |
| Harbour Investments, Inc. | 3,121 | $851.1K | 0.02% | +87+2.9% | Added |
| Nichols & Pratt Advisers LLP | 3,115 | $849.4K | 0.06% | +800+34.6% | Added |
| My Legacy Advisors, LLC | 3,199 | $844.4K | 0.30% | +259+8.8% | Added |
| Boston Trust Walden Corp | 3,086 | $841.5K | 0.01% | +1,030+50.1% | Added |
| Brookwood Investment Group LLC | 3,077 | $839.1K | 0.14% | +1,075+53.7% | Added |
| Tranquility Partners, LLC | 3,077 | $839.1K | 0.30% | 00.0% | Unchanged |
| Roxbury Financial LLC | 3,077 | $839.0K | 0.82% | −50−1.6% | Reduced |
| Quent Capital, LLC | 3,074 | $838.4K | 0.08% | −28−0.9% | Reduced |
| Holderness Investments Co | 3,074 | $838.2K | 0.18% | +163+5.6% | Added |
| Waverton Investment Management Ltd | 3,073 | $837.7K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,065 | $835.7K | 0.07% | −487−13.7% | Reduced |
| Integrated Investment Consultants, LLC | 3,054 | $832.8K | 0.16% | −492−13.9% | Reduced |
| Watershed Private Wealth LLC | 3,051 | $832.0K | 0.30% | −13−0.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,040 | $829.0K | 0.31% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,039 | $828.8K | 0.02% | +289+10.5% | Added |
| Davis R M Inc | 3,037 | $828.1K | 0.02% | −14−0.5% | Reduced |
| AGH Wealth Advisors, LLC | 3,036 | $827.9K | 0.68% | −27−0.9% | Reduced |
| Pointe Capital Management LLC | 3,027 | $825.4K | 0.43% | +63+2.1% | Added |
| Krane Funds Advisors LLC | 3,025 | $824.9K | 0.03% | +161+5.6% | Added |
| Concentrum Wealth Management | 3,022 | $824.2K | 0.26% | −2−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 3,011 | $821.1K | 0.03% | +123+4.3% | Added |
| Davy Global Fund Management Ltd | 3,006 | $819.7K | 0.07% | +1,100+57.7% | Added |
| Warm Springs Advisors Inc. | 3,004 | $819.2K | 0.70% | −74−2.4% | Reduced |
| TradeLink Capital LLC | 3,000 | $818.0K | 2.90% | +3,000 | New |
| Cypress Wealth Services, LLC | 2,969 | $809.6K | 0.14% | +2,969 | New |
| Donald L. Hagan, LLC | 2,968 | $809.3K | 0.40% | +2,968 | New |
| B&L Asset Management LLC | 2,965 | $808.5K | 0.46% | +170+6.1% | Added |
| Argyle Capital Partners, LLC | 2,964 | $808.3K | 0.67% | −217−6.8% | Reduced |
| Sivia Capital Partners, LLC | 2,958 | $806.6K | 0.27% | +106+3.7% | Added |
| Proficio Capital Partners LLC | 2,957 | $806.4K | 0.05% | +202+7.3% | Added |
| Hilltop National Bank | 2,954 | $805.5K | 0.21% | +2,954 | New |
| McGlone Suttner Wealth Management, Inc. | 2,950 | $804.5K | 0.12% | −103−3.4% | Reduced |
| First Affirmative Financial Network | 2,935 | $800.3K | 0.41% | −63−2.1% | Reduced |
| Alpha Family Trust | 2,935 | $800.3K | 0.40% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $798.6K | 0.16% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 2,926 | $797.9K | 0.63% | +89+3.1% | Added |
| Baron Wealth Management LLC | 2,912 | $794.1K | 0.28% | −841−22.4% | Reduced |
| Knuff & Co LLC | 2,910 | $793.5K | 0.25% | −25−0.9% | Reduced |
| Parkside Financial Bank & Trust | 2,906 | $792.4K | 0.09% | +131+4.7% | Added |
| AssuredPartners Investment Advisors, LLC | 2,906 | $792.4K | 0.19% | +575+24.7% | Added |
| Sunflower Bank, N.A. | 2,902 | $791.3K | 0.20% | +31+1.1% | Added |
| Essex LLC | 2,899 | $790.5K | 0.16% | +447+18.2% | Added |
| LaSalle St. Investment Advisors, LLC | 2,898 | $790.0K | 0.22% | −304−9.5% | Reduced |
| Alpha Cubed Investments, LLC | 2,886 | $787.0K | 0.03% | −131−4.3% | Reduced |
| Sentry Investment Management LLC | 2,868 | $785.0K | 0.43% | 00.0% | Unchanged |
| Aviso Wealth Management | 2,873 | $783.3K | 0.37% | +116+4.2% | Added |
| Financial Sense Advisors, Inc. | 2,868 | $782.1K | 0.19% | +2,868 | New |
| Claro Advisors LLC | 2,856 | $778.7K | 0.13% | −2,681−48.4% | Reduced |
| S&CO Inc | 2,839 | $774.0K | 0.05% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,838 | $773.8K | 0.22% | +342+13.7% | Added |
| MUFG Securities EMEA plc | 2,835 | $773.1K | 0.04% | −225,164−98.8% | Reduced |
| Wolff Wiese Magana LLC | 2,832 | $772.3K | 0.48% | −4−0.1% | Reduced |
| Zullo Investment Group, Inc. | 2,829 | $771.6K | 0.31% | +192+7.3% | Added |
| Prossimo Advisors, LLC | 2,797 | $763.0K | 0.61% | −585−17.3% | Reduced |
| Tandem Capital Management Corp | 2,791 | $761.1K | 0.39% | +158+6.0% | Added |
| Fountainhead AM, LLC | 2,782 | $758.5K | 0.11% | −138−4.7% | Reduced |
| Severin Investments, LLC | 2,779 | $757.7K | 0.71% | +470+20.4% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,778 | $757.6K | 0.61% | +25+0.9% | Added |
| Cypress Advisory Group LLC | 2,769 | $755.1K | 0.59% | +2,000+260.1% | Added |
| Affinity Capital Advisors, LLC | 2,762 | $753.2K | 0.13% | +1,926+230.4% | Added |
| Watts Gwilliam & Co., LLC | 3,062 | $748.0K | 0.12% | −102−3.2% | Reduced |
| Riverbend Wealth Management, LLC | 2,742 | $747.7K | 0.57% | −482−15.0% | Reduced |
| Teza Capital Management LLC | 2,725 | $743.1K | 0.55% | +2,725 | New |
| Phillips Wealth Planners LLC | 2,709 | $741.3K | 0.67% | +34+1.3% | Added |
| YANKCOM Partnership | 2,713 | $739.8K | 0.36% | +148+5.8% | Added |
| Fayez Sarofim & Co | 2,706 | $737.9K | 0.00% | −154−5.4% | Reduced |
| Childress Capital Advisors, LLC | 2,704 | $737.5K | 0.19% | +218+8.8% | Added |
| Midland Wealth Advisors LLC | 2,703 | $737.1K | 0.04% | −270−9.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,699 | $736.0K | 0.12% | −1,768−39.6% | Reduced |
| Prentice Wealth Management LLC | 2,698 | $735.7K | 0.19% | +53+2.0% | Added |
| Crown Wealth Group, LLC | 2,690 | $733.6K | 0.28% | −7−0.3% | Reduced |
| Advisor OS, LLC | 2,689 | $733.2K | 0.07% | +27+1.0% | Added |
| Cornerstone Wealth Group, LLC | 2,688 | $732.9K | 0.06% | +125+4.9% | Added |
| Relyea Zuckerberg Hanson LLC | 2,681 | $731.1K | 0.09% | +356+15.3% | Added |
| SPC Financial, Inc. | 2,653 | $723.5K | 0.06% | −68−2.5% | Reduced |
| Financial Advisory Service, Inc. | 2,651 | $723.0K | 0.05% | +3+0.1% | Added |
| ORG Wealth Partners, LLC | 2,654 | $721.9K | 0.17% | −58−2.1% | Reduced |
| Gibbs Wealth Management | 2,646 | $721.6K | 0.14% | +519+24.4% | Added |
| Avalon Trust Co | 2,637 | $719.1K | 0.05% | +868+49.1% | Added |
| Heritage Wealth Management, Inc. | 2,635 | $718.5K | 0.23% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 2,621 | $715.8K | 0.08% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,615 | $713.1K | 0.37% | +128+5.1% | Added |